CAPTRUST Financial Advisors
AVGO icon

CAPTRUST Financial Advisors’s Broadcom AVGO Stock Holding History

CAPTRUST Financial Advisors’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-200
Closed -$61.9K – 3288
2026
Q1 		$61.9K Buy
+200
New +$65.8K ﹤0.01% 2878

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CAPTRUST Financial Advisors's AVGO Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Broadcom (AVGO) stake by 27% in Q2 2026, buying an estimated $177M and bringing the position to 2,069,516 shares worth $782M. The position accounts for 1.19% of the portfolio, ranked #16.

CAPTRUST Financial Advisors first reported a position in AVGO in Q3 2017 and has held it in 36 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • CAPTRUST Financial Advisors held 2,069,516 shares of Broadcom worth $782M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 440,240 Broadcom shares in Q2 2026, an estimated $177M.
  • Broadcom made up 1.19% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • CAPTRUST Financial Advisors first reported a position in Broadcom in Q3 2017 and has held it in 36 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.